Mon May 1

"Nice prescient description of their Q1 results. Not much not to like, including that they still think FXCM will work out ok, with about 100% profit on their $300m investment, despite the write-down that was included in the Q1 results. [more]

Fri Apr 21

Nice ending for this one. I also wasn't / am not a big fan of the KCG business model, so happy to see this one gone, and love that this worked out so well... they bought well and I think sold well on top of that.

Fri Mar 3

Perhaps I'm confused, but putting aside the argument being put forth by Brooklyn, I don't see the historical correlation in the US or other countries with PE and interest rate clearly enough to say it's anything more than [more]

It has been nice to be able to have somewhat of a sounding board in the investment field, even if most of the club members aren't as excited about this as you or I am, it's still helpful. And we really use it as [more]